McDonalds Corp
MCD- Exchange
- NYSE
- Industry
- Retail-Eating Places
- SEC CIK
- 0000063908
No open-market purchases or sales by McDonalds Corp insiders were filed in the last 90 days; 3,480 institutions reported holding it in 13F filings for Q2 2026, worth $142.5B in total; 4 superinvestors hold it, including Viking Global Investors and Gates Foundation Trust.
13F holders, Q3 2021
Institutional positions in McDonalds Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,523
- +27 vs. Q2 2021
- Shares held
- 507.3M
- +3.19M (+0.6%) vs. Q2 2021
- Total value
- $122.2B
- +$5.89B (+5.1%) vs. Q2 2021
- New holders
- 126
- 1,106 more added
- Sold out
- 99
- 869 more reduced
39 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MCD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,480 | $142.5B |
| Q1 2026 | 3,605 | $163.1B |
| Q4 2025 | 3,590 | $160.4B |
| Q3 2025 | 3,425 | $155.5B |
| Q2 2025 | 3,425 | $152.9B |
| Q1 2025 | 3,424 | $165.7B |
| Q4 2024 | 3,393 | $150.8B |
| Q3 2024 | 3,173 | $156.2B |
| Q2 2024 | 3,088 | $129.1B |
| Q1 2024 | 3,173 | $143.6B |
| Q4 2023 | 3,192 | $151.1B |
| Q3 2023 | 3,001 | $131.5B |
| Q2 2023 | 3,011 | $150.1B |
| Q1 2023 | 2,953 | $140.5B |
| Q4 2022 | 2,928 | $133.0B |
| Q3 2022 | 2,703 | $115.7B |
| Q2 2022 | 2,725 | $123.7B |
| Q1 2022 | 2,742 | $124.3B |
| Q4 2021 | 2,801 | $136.1B |
| Q3 2021 | 2,523 | $122.2B |
| Q2 2021 | 2,535 | $116.6B |
| Q1 2021 | 2,501 | $113.2B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding McDonalds Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 399 | $96.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 400 | $96.0K | 0.05% | +1+0.3% | Added |
| Freedman Financial Associates, Inc. | 400 | $96.0K | 0.07% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $96.0K | 0.06% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 398 | $96.0K | 0.01% | +5+1.3% | Added |
| Marquette Asset Management, LLC | 410 | $99.0K | 0.02% | +19+4.9% | Added |
| Cordasco Financial Network | 415 | $100.0K | 0.07% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 418 | $100.8K | 0.05% | +418 | New |
| Tucker Asset Management LLC | 411 | $100.9K | 0.04% | −31−7.0% | Reduced |
| Hoese & Co LLP | 418 | $101.0K | 0.11% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 417 | $101.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 423 | $102.0K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 423 | $102.0K | 0.04% | +207+95.8% | Added |
| Ellis Investment Partners, LLC | 430 | $103.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 438 | $106.0K | 0.04% | +1+0.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 449 | $108.0K | 0.00% | −2,608−85.3% | Reduced |
| Endurance Wealth Management, Inc. | 456 | $110.0K | 0.01% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 35,130 | $111.0K | 1.34% | +473+1.4% | Added |
| Larson Financial Group LLC | 460 | $111.0K | 0.02% | +101+28.1% | Added |
| Tarbox Family Office, Inc. | 466 | $112.0K | 0.02% | −2−0.4% | Reduced |
| Cowen and Company, LLC | 474 | $114.0K | 0.01% | −31−6.1% | Reduced |
| Country Trust Bank | 476 | $115.0K | 0.00% | 00.0% | Unchanged |
| Newfound Research LLC | 485 | $117.0K | 0.19% | +103+27.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 491 | $118.0K | 0.09% | −39−7.4% | Reduced |
| Financial Enhancement Group LLC | 496 | $120.0K | 0.02% | −30−5.7% | Reduced |
| Bellevue Asset Management, LLC | 503 | $122.0K | 0.07% | +3+0.6% | Added |
| Pin Oak Investment Advisors Inc | 512 | $123.0K | 0.14% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 509 | $123.0K | 0.04% | +480+1,655.2% | Added |
| Syverson Strege & Co | 519 | $125.0K | 0.10% | −6−1.1% | Reduced |
| Enterprise Trust & Investment Co | 526 | $127.0K | 0.05% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 699 | $129.0K | 0.15% | −394−36.0% | Reduced |
| IMA Wealth, Inc. | 535 | $129.0K | 0.03% | +1+0.2% | Added |
| Firestone Capital Management | 573 | $132.0K | 0.04% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 550 | $132.0K | 0.08% | 00.0% | Unchanged |
| First National Bank of South Miami | 550 | $133.0K | 0.09% | 00.0% | Unchanged |
| Costello Asset Management, INC | 550 | $133.0K | 0.09% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 565 | $136.0K | 0.04% | −35−5.8% | Reduced |
| Sierra Capital LLC | 572 | $138.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 578 | $139.0K | 0.03% | +30+5.5% | Added |
| Timber Creek Capital Management LLC | 581 | $140.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 603 | $145.0K | 0.03% | −42−6.5% | Reduced |
| America First Investment Advisors, LLC | 601 | $145.0K | 0.04% | 00.0% | Unchanged |
| Activest Wealth Management | 611 | $147.0K | 0.10% | +349+133.2% | Added |
| Liberty Wealth Management LLC | 629 | $152.0K | 0.05% | +13+2.1% | Added |
| Cowen Prime Advisors LLC | 661 | $159.0K | 0.06% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 22 | $160.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 685 | $165.0K | 0.04% | +272+65.9% | Added |
| TSFG, LLC | 696 | $168.0K | 0.07% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 707 | $170.0K | 0.03% | +261+58.5% | Added |
| Sugarloaf Wealth Management, LLC | 711 | $171.0K | 0.05% | +101+16.6% | Added |
| NewSquare Capital LLC | 713 | $172.0K | 0.02% | −10−1.4% | Reduced |
| Twin Lakes Capital Management, LLC | 712 | $172.0K | 0.10% | +577+427.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 714 | $173.0K | 0.15% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 725 | $175.0K | 0.27% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 725 | $175.0K | 0.06% | +43+6.3% | Added |
| Better Money Decisions, LLC | 756 | $182.0K | 0.15% | 00.0% | Unchanged |
| Addison Advisors LLC | 754 | $182.0K | 0.15% | +4+0.5% | Added |
| Copeland Capital Management, LLC | 762 | $184.0K | 0.01% | −18−2.3% | Reduced |
| Northern Oak Wealth Management Inc | 767 | $185.0K | 0.02% | +22+3.0% | Added |
| Pflug Koory, LLC | 776 | $187.0K | 0.10% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 786 | $189.0K | 0.12% | +186+31.0% | Added |
| Gemmer Asset Management LLC | 792 | $191.0K | 0.03% | −863−52.1% | Reduced |
| Ade, LLC | 791 | $191.0K | 0.17% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 784 | $195.0K | 0.27% | +784 | New |
| Evolution Wealth Advisors, LLC | 827 | $199.0K | 0.04% | +116+16.3% | Added |
| Stonebridge Financial Planning Group, LLC | 800 | $200.0K | 0.10% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 833 | $201.0K | 0.04% | −246−22.8% | Reduced |
| Tortoise Investment Management, LLC | 834 | $201.0K | 0.04% | −33−3.8% | Reduced |
| Clear Harbor Asset Management, LLC | 836 | $202.0K | 0.02% | +836 | New |
| Madrona Financial Services, LLC | 838 | $202.0K | 0.10% | +838 | New |
| Wells Trecaso Financial Group, LLC | 840 | $203.0K | 0.10% | −50−5.6% | Reduced |
| Aua Capital Management, LLC | 843 | $203.0K | 0.13% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 841 | $203.0K | 0.09% | +841 | New |
| Allegheny Financial Group LTD | 844 | $203.0K | 0.09% | +844 | New |
| Accel Wealth Management | 845 | $204.0K | 0.13% | +1+0.1% | Added |
| Bond & Devick Financial Network, Inc. | 848 | $204.0K | 0.17% | +848 | New |
| Beck Bode, LLC | 850 | $205.0K | 0.06% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 853 | $206.0K | 0.02% | −121−12.4% | Reduced |
| American Research & Management Co. | 855 | $206.0K | 0.05% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 858 | $207.0K | 0.08% | −500−36.8% | Reduced |
| AXS Investments LLC | 858 | $207.0K | 0.08% | +858 | New |
| Cary Street Partner Investment Advisory LLC | 861 | $208.0K | 0.07% | +48+5.9% | Added |
| Paulson Wealth Management Inc. | 861 | $208.0K | 0.10% | +861 | New |
| Horizon Investment Services, LLC | 867 | $209.0K | 0.10% | −853−49.6% | Reduced |
| Sargent Investment Group, LLC | 868 | $209.0K | 0.05% | 00.0% | Unchanged |
| Corsicana & Co. | 867 | $209.0K | 0.13% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 868 | $209.0K | 0.18% | +868 | New |
| First National Bank of Hutchinson | 869 | $210.0K | 0.12% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 873 | $210.0K | 0.18% | +873 | New |
| DSC Advisors, L.P. | 877 | $211.0K | 0.28% | −60−6.4% | Reduced |
| Watchman Group, Inc. | 875 | $211.0K | 0.14% | −28−3.1% | Reduced |
| Provident Wealth Management, LLC | 877 | $211.0K | 0.16% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 883 | $213.0K | 0.09% | −35−3.8% | Reduced |
| Investors Research Corp | 885 | $213.0K | 0.07% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 883 | $213.0K | 0.04% | +883 | New |
| Klingman & Associates, LLC | 888 | $214.0K | 0.02% | +888 | New |
| First Fiduciary Investment Counsel, Inc. | 890 | $215.0K | 0.04% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 892 | $215.0K | 0.15% | +892 | New |
| Grassi Investment Management | 894 | $216.0K | 0.02% | +3+0.3% | Added |
| Sigma Investment Counselors Inc | 901 | $217.0K | 0.02% | −130−12.6% | Reduced |